Power Bi Integration With Salesforce

We got big objects in salesforce application and now our customer want us to built power bi reports using these salesforce big objects instead of custom objects.

Power bi integration with salesforce.

With power bi i don t have to consult with anyone i can work to put together the dash board i want and using a tool set that is really robust and allows me to engage an enormous amount of data. Using salesforce apis to connect salesforce to power bi. In the services box select get. Stitch easily connects to your data wherever it lives and automatically copies it to a central data warehouse.

In your scenario since you don t want to connect to salesforce report content pack which includes custom objects and fields in power bi service you can create your own reports using power bi desktop. A power bi or power bi pro subscription that contains the report to embed. There are multiple methods that can be used to connect salesforce to power bi. A single source of truth that holds insights from every corner of your organization.

Using power bi s in built connector. Using power bi s in built connector. Select analytics for salesforce and select get. In power bi select get data at the bottom of the nav pane.

Power bi s in built salesforce connector conveniently establishes a connection with salesforce. Select sign in to start the sign in flow. This walkthrough addresses that and shows you how to embed a power bi report in a visualforce page inside salesforce allowing you to view all your data and reports in a single application. Don t wate time extracting data from salesforce and sending it to power bi manually.

An azure active directory azure ad instance. For instance here you can match microsoft power bi s overall score of 9 1 against salesforce analytics cloud s score of 8 8. The power bi embedded and the power bi service are separate offerings. Prior to power bi i would have had to consult with a bi professional to develop a dashboard.

From there it s easy to connect your warehouse to power bi. There are three main prerequisites for embedding a report into salesforce. According to my knowledge it is not possible to integrate power bi with custom salesforce objects using soql. I have seen we can use the salesforce custom objects online but there is no such option to integrate big objects directly with power bi.

It s provides a great deal of flexibility and the types. They often use power bi to visualize salesforce data and bring in additional data sources but that means switching platforms often. Read more about the salesforce integration with power bi. When prompted enter your salesforce credentials.

Select allow and let power bi access your basic salesforce information and data.